Enhance client satisfaction as a Client Onboarding Specialist at Fidelity in Vancouver. This hybrid role focuses on meticulous documentation and relationship management.

Fidelity is in search of a dedicated Onboarding Specialist to manage the client onboarding process efficiently. With a strong background in account operations, you will ensure compliance and assist clients from onboarding to account establishment. This position emphasizes collaboration with Wealth Advisors to deliver a high-quality client experience.

Key Responsibilities:



• Prepare and review client documentation for accuracy • Coordinate and track onboarding processes and requests • Support clients by addressing inquiries via phone and email • Maintain up-to-date client records in the CRM system • Liaise with custodians on operational matters

Requirements: • Completion of Canadian Investment Funds Course or equivalent • 1-2 years’ experience in a related setting • Understanding of financial advisory regulations • Bilingual in English and French is an asset • Excellent client service and communication skills

Leverage your account administration skills at Fidelity, delivering excellent service and enhancing the onboarding experience. #J-18808-Ljbffr

📌 Client Onboarding Specialist in Vancouver (Winnipeg)
🏢 Fidelity International
📍 Winnipeg